Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.21M+ 13.51% |
$81.5M - $91.1M
|
27M
$709M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.4M+ 10.3% |
$60.9M - $68.2M
|
25.7M
$676M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.88M+ 186.46% |
$47.6M - $53.2M
|
2.88M
$75.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.42M+ 115.9% |
$36M - $40.3M
|
2.64M
$69.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
792K+ 3724.2% |
$20.1M - $22.5M
|
814K
$21.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
767K+ 83.28% |
$19.4M - $21.8M
|
1.69M
$44.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
655KNew |
$16.6M - $18.6M
|
655K
$17.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
593K+ 82.15% |
$15M - $16.8M
|
1.31M
$34.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
521K+ 3.42% |
$13.2M - $14.8M
|
15.8M
$414M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
513K+ 19.63% |
$13M - $14.6M
|
3.13M
$82.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
446KNew |
$11.3M - $12.7M
|
446K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
412K+ 43.7% |
$10.5M - $11.7M
|
1.36M
$35.6M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
403K+ 256.53% |
$10.2M - $11.4M
|
560K
$14.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
372K+ 14.95% |
$9.44M - $10.6M
|
2.86M
$75.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
313K+ 101.17% |
$7.94M - $8.88M
|
622K
$16.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
311KNew |
$7.89M - $8.82M
|
311K
$8.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
298K+ 20.18% |
$7.55M - $8.44M
|
1.77M
$46.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
279K+ 10.55% |
$7.06M - $7.9M
|
2.92M
$76.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
210K+ 15.82% |
$5.32M - $5.95M
|
1.54M
$40.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
180K+ 14.65% |
$4.56M - $5.1M
|
1.41M
$37M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
172K+ 784.88% |
$4.36M - $4.87M
|
194K
$5.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
171K+ 10.87% |
$4.34M - $4.86M
|
1.75M
$45.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
158K+ 2.75% |
$4M - $4.48M
|
5.9M
$155M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
150K+ 7.04% |
$3.81M - $4.26M
|
2.28M
$60M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
150K+ 3.18% |
$3.8M - $4.25M
|
4.86M
$128M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
149K+ 17.62% |
$3.77M - $4.22M
|
993K
$26.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
136K+ 7.8% |
$3.44M - $3.85M
|
1.88M
$49.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
133K+ 54.75% |
$3.37M - $3.77M
|
375K
$9.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
128K+ 56.99% |
$3.24M - $3.62M
|
352K
$9.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
119K+ 8.3% |
$3.03M - $3.39M
|
1.56M
$40.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 12.92% |
$2.95M - $3.3M
|
1.02M
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
104K+ 20.51% |
$2.64M - $2.96M
|
613K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
99.8K+ 9.2% |
$2.53M - $2.83M
|
1.18M
$31.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
99.2K+ 6.44% |
$2.52M - $2.81M
|
1.64M
$43.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
97.3K+ 7.58% |
$2.47M - $2.76M
|
1.38M
$36.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
95.9K+ 2.72% |
$2.43M - $2.72M
|
3.63M
$95.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
93.9K+ 86.17% |
$2.38M - $2.66M
|
203K
$5.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.6K+ 4.73% |
$2.37M - $2.66M
|
2.07M
$54.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
93K+ 13.75% |
$2.36M - $2.64M
|
770K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91K+ 40.45% |
$2.31M - $2.58M
|
316K
$8.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
89.8K+ 16.72% |
$2.28M - $2.55M
|
627K
$16.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
87.3K+ 100.98% |
$2.21M - $2.48M
|
174K
$4.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83K+ 70.13% |
$2.11M - $2.36M
|
201K
$5.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
82.6K+ 41.82% |
$2.09M - $2.34M
|
280K
$7.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76.7K+ 57.37% |
$1.95M - $2.18M
|
210K
$5.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
71.9K+ 5.38% |
$1.82M - $2.04M
|
1.41M
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.4K+ 7.42% |
$1.78M - $2M
|
1.02M
$26.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.4K+ 46.1% |
$1.74M - $1.94M
|
217K
$5.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
66.5K+ 10.42% |
$1.69M - $1.89M
|
705K
$18.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65.2K+ 7984.21% |
$1.65M - $1.85M
|
66K
$1.73M
|